Affinity
Verified Oct 15, 2026 ActiveRelationship CRM for venture and private equity teams, built from email and calendar traffic
Listed on EffectHub ·
Pricing
- Pricing model
- Paid
- Paid options from
- $2000/yr
- Billing
- Yearly
Per seat, billed annually: Essential $2,000 per user per year, Scale $2,300, Advanced $2,700, Enterprise custom; every tier is bought through sales, with no free plan and no monthly option shown. The hosted MCP server, Notetaker and Ascend agents start at Scale, which includes 100K API calls a month; only Enterprise removes the cap.
Use tool ↗About Affinity
Affinity is a CRM aimed at private capital rather than at sales teams. It reads the firm's email and calendar traffic and turns it into contact records, relationship scores and warm-intro paths, so deal flow is tracked without anyone typing it in. Agents on top of that prepare meetings, capture conversations and push pipeline updates, and the platform pulls in outside data sources including Pitchbook and Preqin. There is a mobile app, an open API and an MCP endpoint that connects the data to Claude, ChatGPT and Snowflake. Pricing is published and steep: seats are sold by the year rather than the month, with no free tier. The company operates out of San Francisco and says it serves more than 3,300 firms.
- Platforms
- Web · API
- API
- Yes
- Last verified
- Oct 15, 2026
Verified sources
- Pricing page lists Essential $2,000, Scale $2,300 and Advanced $2,700 per user per year, billed annually, plus custom Enterprise (15 October 2026)affinity.co ↗
- Same page: MCP server, Notetaker, AI Chat and Affinity Ascend agents are included from Scale; PitchBook, Dealroom and Crunchbase enrichment from Advanced; Scale and Advanced include 100K API calls per month, Enterprise unlimited (15 October 2026)affinity.co ↗
- Home page positions Affinity as a CRM for private capital (venture, private equity, corporate venture, investor relations) with a mobile app and an open API platform (15 October 2026)affinity.co ↗
- Privacy policy lists a US address at 182 Howard St, San Francisco, CA 94105 and a section on California resident rights (15 October 2026)affinity.co ↗
Is Affinity legit?
We don’t label tools safe or unsafe. Below are the records we checked ourselves, each with the date we read it.
- TLS certificate
- Issued by Google Trust Services, valid until Dec 13, 2026Seen in our own connection to the site on Oct 15, 2026
- Last checked
- Oct 15, 2026The site answered
- Operated by
- Affinity, United StatesOur research, card verified Oct 15, 2026
Pros & cons of Affinity
The strongest argument for Affinity is that dealmakers do not update CRMs, and this one does not ask them to — the pipeline is assembled from mail and calendar activity that already exists. Add the private-capital data sources and the MCP endpoint and it is a defensible category leader for firms whose asset is their network. The price is the whole objection: 2,000 dollars per seat per year before anything is customised, with annual commitment and no trial figure in sight.
Pros
- Contacts, activity and relationship scores captured automatically from email and calendar
- Warm-path surfacing across the whole firm's network, not just one user's contacts
- Integrations with 40-plus data sources including Pitchbook and Preqin
- Open API and an MCP endpoint that exposes the CRM to Claude, ChatGPT and Snowflake
- Pricing is published rather than hidden behind a demo
Cons
- Entry tier costs 2,000 dollars per user per year, billed annually
- No free tier and no monthly billing option
- Automatic capture means the firm's mailboxes and calendars are ingested, which is a governance conversation
- Enrichment and the deeper integrations sit on the Advanced tier, not the entry one
Best for
- Venture and private equity firms tracking relationships across a partnership
- Deal teams that need warm-intro paths rather than lead lists
- Firms that want CRM data queryable from Snowflake or an AI assistant
Not for
- Ordinary B2B sales teams, who are not the design target and will overpay
- Small funds or angels who cannot justify per-seat annual contracts
Watch out: Activity capture reads every participant's mail and calendar metadata; check what that means under your own data policies before rolling it out firm-wide.
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